See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $221,599 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,780 |
JOHNSON BANK1 year Filed as: JOHNSON O'CONNOR FERON CARUCCI LLP Service code 17 101 EDGEWATER DRIVE SUITE 210 · WAKEFIELD, MA 01880 | Pension Consulting | $6,400 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,515 | $101,317+57.4% | $146,958+8.5% | $74,495+114.1% |
| Participation rate | 90.7% | 75.5%+15.1pp | 82.2%+8.5pp | 67.2%+23.5pp |
| Annual return | 19.83% | 8730.91%-8711.1pp | 418.34%-398.5pp | 1364.94%-1345.1pp |
| Employer contribution / active EE | $4,148 | $3,810+8.9% | $4,933-15.9% | $2,623+58.2% |
| Participant deferral / active EE | $15,036 | $7,303+105.9% | $8,070+86.3% | $4,346+246.0% |
| Admin fee / account holder | $338 | $1,739-80.6% | $12,998-97.4% | $1,942-82.6% |